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Kondo Wealth Advisors

Latest statistics and disclosures from Kondo Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AVUV, VGIT, AVDV, IDEV, and represent 58.31% of Kondo Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VGIT, ITOT, DFSD, AZN, VTIP, IDEV, XOM, CVX, LOW, JPM.
Started 5 new stock positions in HD, XOM, AZN, LOW, CVX.
Reduced shares in these 10 stocks: AVDV, DFIV, VTEB, NFLX, AXP, SPGI, IBM, AstraZeneca, , DLN.
Sold out of its positions in AXP, AstraZeneca, GS, IBM, NFLX, SPGI, VTEB.
Kondo Wealth Advisors was a net buyer of stock by $2.4M.
Kondo Wealth Advisors has $266M in assets under management (AUM), dropping by 1.64%.
Central Index Key (CIK): 0002070929

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Positions held by Kondo Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kondo Wealth Advisors

Kondo Wealth Advisors holds 69 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	17.0	$45M		318k	142.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.7	$34M		306k	110.47	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	10.4	$28M	+6%	465k	59.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	9.4	$25M	-2%	250k	99.86	View chart
Ishares Tr Core Msci Intl (IDEV)	8.7	$23M		277k	83.57	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.0	$16M		459k	34.55	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.6	$15M	+4%	310k	47.88	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.9	$11M	+3%	209k	49.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.2	$8.5M	-4%	160k	52.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	2.9	$7.6M		107k	70.91	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.6	$6.9M	-2%	143k	48.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.8	$4.7M		66k	71.13	View chart
Apple (AAPL)	1.2	$3.3M		13k	253.83	View chart
Cathay General Ban (CATY)	0.9	$2.5M		51k	49.86	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.8	$2.0M		81k	25.07	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.8	$2.0M	-7%	22k	89.33	View chart
NVIDIA Corporation (NVDA)	0.6	$1.7M	+2%	9.8k	174.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.4M		18k	78.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.4M		22k	62.45	View chart
Amazon (AMZN)	0.4	$1.2M	+7%	5.7k	208.27	View chart
Carvana Cl A (CVNA)	0.4	$1.2M	-2%	3.7k	314.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$1.1M		45k	25.64	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.4	$1.1M	-2%	16k	69.89	View chart
Microsoft Corporation (MSFT)	0.4	$1.0M	-8%	2.8k	370.43	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.0M	+4%	15k	69.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$977k		1.5k	653.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$902k		12k	77.18	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$895k		7.2k	124.31	View chart
United Parcel Svcs CL B (UPS)	0.3	$835k		8.5k	98.38	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.3	$815k	-5%	23k	35.94	View chart
Morgan Stanley Etf Trust Calvert Internat (CVIE)	0.3	$686k	-7%	9.4k	72.69	View chart
Marsh & McLennan Companies (MRSH)	0.3	$676k		3.9k	173.45	View chart
Walt Disney Company (DIS)	0.2	$655k	-7%	6.8k	96.40	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.2	$645k	-15%	8.1k	80.06	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$637k		7.0k	90.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$618k	+46%	1.3k	479.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$613k	+6%	2.1k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$612k		2.1k	286.86	View chart
JPMorgan Chase & Co. (JPM)	0.2	$607k	+51%	2.1k	294.34	View chart
Tesla Motors (TSLA)	0.2	$557k		1.5k	371.75	View chart
Meta Platforms Cl A (META)	0.2	$553k		966.00	572.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$540k		2.2k	248.07	View chart
Caterpillar (CAT)	0.2	$534k		754.00	708.46	View chart
Broadcom (AVGO)	0.2	$530k	+15%	1.7k	309.51	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$512k	-21%	5.8k	87.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$505k		874.00	577.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$479k		737.00	650.34	View chart
Astrazeneca Ord (AZN)	0.2	$464k	NEW	2.4k	197.22	View chart
Costco Wholesale Corporation (COST)	0.2	$429k	+29%	430.00	997.30	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$388k		15k	26.61	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$374k	-21%	9.3k	40.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$348k		816.00	426.40	View chart
Bank of America Corporation (BAC)	0.1	$348k	+27%	7.1k	48.75	View chart
Wells Fargo & Company (WFC)	0.1	$346k		4.3k	79.61	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$346k		1.6k	213.72	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$334k		9.5k	35.04	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$318k		6.4k	49.70	View chart
Verizon Communications (VZ)	0.1	$317k	-7%	6.3k	50.20	View chart
Wal-Mart Stores (WMT)	0.1	$277k		2.2k	124.32	View chart
Eli Lilly & Co. (LLY)	0.1	$237k	+2%	258.00	920.32	View chart
Exxon Mobil Corporation (XOM)	0.1	$237k	NEW	1.4k	169.66	View chart
Chevron Corporation (CVX)	0.1	$230k	NEW	1.1k	206.90	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.1	$226k		4.9k	45.78	View chart
Johnson & Johnson (JNJ)	0.1	$225k	-15%	919.00	244.69	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$223k		5.7k	39.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$214k		428.00	499.66	View chart
Lowe's Companies (LOW)	0.1	$208k	NEW	878.00	236.48	View chart
Home Depot (HD)	0.1	$204k	NEW	621.00	329.11	View chart
Cisco Systems (CSCO)	0.1	$200k	-8%	2.6k	77.59	View chart

Past Filings by Kondo Wealth Advisors

SEC 13F filings are viewable for Kondo Wealth Advisors going back to 2025

Kondo Wealth Advisors 2026 Q1 filed May 11, 2026
Kondo Wealth Advisors 2025 Q4 filed Jan. 30, 2026
Kondo Wealth Advisors 2025 Q3 filed Nov. 5, 2025
Kondo Wealth Advisors 2025 Q2 filed July 29, 2025
Kondo Wealth Advisors 2024 Q4 filed June 11, 2025
Kondo Wealth Advisors 2025 Q1 filed June 11, 2025

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